You can even offer them referral fees or partial ownership, if feasible.I also emphasize the importance of effective communication and weekly meetings with the power team.

The best CPAs I have worked for have emphasized to me the importance of providing answers to basic questions in the complimentary consultation.

This point should be emphasized.

Both can be true.I understand the need of emphasizing the business side of things, but I feel like the way to do this shouldn't be to take shortcuts that don't necessarily match reality and are, to an extent, dehumanizing.

Pace emphasizes that it’s not a program but rather a community of people helping other people.

Paying too much initially can significantly impact overall returns, emphasizing the need for thorough due diligence and possibly more stringent financial analysis before purchasing.For future investments, consider leveraging local market knowledge further and refining your property evaluation techniques.

Anyway, I just felt like elaborating and to emphasize that you have to evaluate someone’s situation thoroughly, and of the financial products and services available I would not label anything in particular outright bad, it just may not be appropriate or as useful depending on the context of the situation. 

But I can't emphasize enough whatever it is your going to do, go do it. 

To attract a long-term partner, emphasize the mutual benefits and build trust through transparency in the deal structure, profit expectations, and exit strategy.

I would like to emphasize that you should not invest for tax benefits alone, you should be investing in things that you like and understand before anything else.